SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House panels report alleging Webulls structural ties to China pose national-security risks is driving a sharp selloff and concerns about regulatory action, customer data and assets. Traders are divided between viewing the report as a serious threat that could prompt customers or investors to leave and calling it recycled or overstated news that has created a buying opportunity; Webull disputes the findings.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns Taiwan union strike authorization over a bonus and profit-sharing dispute is the main near-term overhang, with traders split over whether it poses a real supply risk or will be resolved through negotiations. Dip-buyers cheered the sharp rebound and cited D.A. Davidsons upgrade and AI-driven memory demand, while skeptics remain concerned about the stocks weak recent price action and memory-cycle risks.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs sharp selloff is being linked by traders to an RBC price-target cut and pressure on rate-sensitive housing and construction stocks, with elevated borrowing costs and the companys acquisition-heavy strategy adding to concerns. Some see the drop as an overreaction and are buying shares, while others question the debt, execution and managements response to the decline.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions record quarterly results and higher fiscal 2027 outlook, supported by demand for AI data-center infrastructure and memory, have driven attention. Many traders welcomed the beat-and-raise and rallied around the growth story, while others flagged cash-flow and valuation concerns and debated whether the sharp move could give way to profit-taking.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances completion of the ParamountWarner Bros. Discovery merger and debut under SKYD have focused discussion, with traders weighing the combined companys heavy debt, potential dilution, and warrant distribution mechanics. Some see the expanded content library and expected synergies as an opportunity, while skeptics question whether integration and debt reduction can offset the financing burden.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals agreement for access to up to 1 GW of potential power in Finlandits first international data-center development opportunityhas drawn attention ahead of its earnings report. Traders see expansion potential but debate its near-term value because the site is still being marketed to hyperscalers, while persistent weakness in AI infrastructure shares and higher-rate concerns weigh on sentiment.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Attention centers on Gorillas planned AI data-center deployments, particularly Yotta, and whether the company can fund and deliver its large contract pipeline. Bulls point to reported deployment progress and future revenue potential, while skeptics remain concerned about undisclosed financing terms, possible dilution, and execution timelines.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Metas AI gaming and VR announcements have put Unitys role in focus: traders disagree over whether the developments reinforce Unitys engine partnership or threaten it with simpler competing creation tools. The debate has fueled sharp swings, with heavy call-option activity and buyout or news speculation adding to the volatility.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp rebound and gap-up in SanDisk shares has traders pointing to heavy volume and a possible short squeeze, within the broader AI-driven memory and storage trade. The move has met skepticism, with many focused on repeated resistance and recent weakness across memory stocks, while bulls cite tight supply and AI demand for NAND.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields climb to multi-decade highs, with traders citing inflation concerns, heavy government borrowing and bond supply, and oil-related risks; auctions and Fed commentary are also in focus. Bears expect further declines, while dip-buyers argue the ETF is oversold and could rebound.

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NVIDIA Corp

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Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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